Learning outcomes
- Explain how to automate low-risk filing and identify suspicious messages.
- Complete the guided practice safely.
- Check that you can avoid unsafe links while keeping important mail visible.
Microsoft Outlook
Outlook Rules and Email Security
Learn to automate low-risk filing and identify suspicious messages and avoid unsafe links while keeping important mail visible in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a training message, appointment or contact where possible. Never send test messages containing private customer information.
Step-by-step instructions
- Open Outlook Mail, Calendar or People as directed and confirm you are using the intended account.
- Create a simple rule for sample mail and inspect a phishing example.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: avoid unsafe links while keeping important mail visible.
- Check the recipient, date, time zone, sharing scope and reminder before completing the activity.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Create a simple rule for sample mail and inspect a phishing example. Your expected result is to avoid unsafe links while keeping important mail visible.